Raytheon Company (NYSE: RTN) -- 'that was a monster quarter, the stock got hit, today it came back... aerospace market is fabulous, and the missile market -- holy cow, we're using them like they're going out of style'
Flextronics (NASDAQ:FLEX)Agilent Technologies Inc (NYSE:A) -- 'test and measurement is the game I like to play... company has been money in the bank... HP should never have sold it'
Red Hat (RHAT) -- 'has room to run because of pitiful giant Microsoft'
Goldman Sachs Group Inc (NYSE:GS) -- 'we're riding a little wave of profit-taking here... I wish I owned it right here and now'
Ceradyne Inc (CRDN) -- 'stock has become very hard to get into... I am bullish on composite materials, including ceramics'
Headwaters Inc (NYSE:HW)Chartered Semiconductor (CHRT)Informatica Corporation (Nasdaq: INFA)Home Depot Inc (NYSE:HD) -- 'one of worst performing stocks in April, which is a crime against humanity... I'd buy it right here, down 10% from its high'
First Data Corp (FDC-OLD) -- 'owns Western Union, which is the play off the money flowing back into Latin America. I see another $8 in its future -- to $55.'
Manitowoc Company (NYSE:MTW) Oshkosh Truck Corporation (NYSE:OSK) -- 'still an unrecognized stock... I think there's another $10 left in this monster'

Bearish calls:

Sanmina-SCI Corporation (NASDAQ:SANM) -- 'that's a contract manufacturer... they don't get much margin... if you have to be in one, make it FLEX'
VA Software (LNUX) -- 'worst of breed'
Evergreen Solar Inc (Nasdaq: ESLR) -- 'their day has come and gone'
InterDigital Communications Corp (NASDAQ:IDCC)